Profil
Mr. David M.
Gatti is a Chief Executive Officer, Chief Investment Officer & Founding Partner at RPg Family Wealth Advisory LLC and at Risk Paradigm Group LLC.
In Risk Paradigm Group he is responsible for the investment process, security selection and asset allocation activities of the investment portfolios of RPg Asset Management including research, analysis, and trading activities and is the senior member of the Investment Committee.
Prior to joining Risk Paradigm Group in 2011, Mr. Gatti was a Senior Investment Specialist with Morgan Stanley Smith Barney specializing in alternative investments as well as Managing Director of the Twin Lights Group at Morgan Stanley Smith Barney for 11 years.
He graduated from the University of Massachusetts – Lowell with a degree in Business Administration.
Postes actifs de Dave Gatti
| Sociétés | Poste | Début |
|---|---|---|
Risk Paradigm Group LLC
 Risk Paradigm Group LLC Investment ManagersFinance Risk Paradigm Group LLC (RPg) is a SEC-registered investment advisor headquartered in Burlington, Massachusetts. The firm was founded in 2010 and is a wholly-owned subsidiary of Risk Paradigm Group Holdings LLC. RPg primarily serves Financial Intermediaries and their End Client, as well as individuals and institutions that seek portfolios that provide exposure to a variety of different market segments. | Directeur Général | 01/01/2011 |
RPg Family Wealth Advisory LLC
 RPg Family Wealth Advisory LLC Investment ManagersFinance RPg Family Wealth Advisory LLC (FWA) is a registered investment advisor and multi-family office headquartered in Burlington, Massachusetts. Itwas founded by David M. Gatti and Jason A. McGinty in 2011. The firm is a wholly-owned subsidiary of Risk Paradigm Group Holdings LLC. FWA provides customized wealth advisory services to individuals, high net worth individuals, trusts, estates, charities, businesses and retirement plans. | Directeur Général | 01/01/2011 |
Risk Paradigm Group Holdings LLC
 Risk Paradigm Group Holdings LLC Investment ManagersFinance Risk Paradigm Group Holdings LLC is a financial services firm. It offers investment advisory and management services. The company is headquartered in Burlington, MA. | Directeur Général | - |
Formation de Dave Gatti
| University of Massachusetts | Undergraduate Degree |
Expériences
Fonctions occupées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Risk Paradigm Group LLC
Risk Paradigm Group LLC Investment ManagersFinance Risk Paradigm Group LLC (RPg) is a SEC-registered investment advisor headquartered in Burlington, Massachusetts. The firm was founded in 2010 and is a wholly-owned subsidiary of Risk Paradigm Group Holdings LLC. RPg primarily serves Financial Intermediaries and their End Client, as well as individuals and institutions that seek portfolios that provide exposure to a variety of different market segments. | Finance |
RPg Family Wealth Advisory LLC
RPg Family Wealth Advisory LLC Investment ManagersFinance RPg Family Wealth Advisory LLC (FWA) is a registered investment advisor and multi-family office headquartered in Burlington, Massachusetts. Itwas founded by David M. Gatti and Jason A. McGinty in 2011. The firm is a wholly-owned subsidiary of Risk Paradigm Group Holdings LLC. FWA provides customized wealth advisory services to individuals, high net worth individuals, trusts, estates, charities, businesses and retirement plans. | Finance |
Risk Paradigm Group Holdings LLC
Risk Paradigm Group Holdings LLC Investment ManagersFinance Risk Paradigm Group Holdings LLC is a financial services firm. It offers investment advisory and management services. The company is headquartered in Burlington, MA. | Finance |
